American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,021 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q4 2025
Institutional positions in American Express Co as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,043
- +339 vs. Q3 2025
- Shares held
- 586.4M
- +5.58M (+1.0%) vs. Q3 2025
- Total value
- $216.8B
- +$23.9B (+12.4%) vs. Q3 2025
- New holders
- 430
- 1,063 more added
- Sold out
- 91
- 1,125 more reduced
54 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 13,150 | $4.86M | 0.33% | +137+1.1% | Added |
| XTX Topco Ltd | 13,219 | $4.89M | 0.13% | +11,830+851.7% | Added |
| Fiduciary Alliance LLC | 13,274 | $4.91M | 0.32% | +111+0.8% | Added |
| Birmingham Capital Management Co Inc | 13,275 | $4.91M | 2.16% | −225−1.7% | Reduced |
| Constitution Capital LLC | 13,275 | $4.91M | 2.32% | +645+5.1% | Added |
| Grandfield & Dodd, LLC | 13,286 | $4.92M | 0.28% | −24−0.2% | Reduced |
| Central Pacific Bank - Trust Division | 13,289 | $4.92M | 0.60% | +769+6.1% | Added |
| Buckhead Capital Management LLC | 13,290 | $4.92M | 1.76% | +19+0.1% | Added |
| Clear Trail Advisors, LLC | 13,517 | $5.00M | 1.16% | +13,517 | New |
| Fifth Third Wealth Advisors LLC | 13,541 | $5.01M | 0.18% | +94+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,568 | $5.02M | 0.11% | +13,568 | New |
| Parallel Advisors, LLC | 13,575 | $5.02M | 0.09% | +214+1.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 13,580 | $5.02M | 0.66% | −195−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 13,594 | $5.03M | 0.23% | −237−1.7% | Reduced |
| Bryn Mawr Trust Co | 13,605 | $5.03M | 0.12% | +131+1.0% | Added |
| Change Path, LLC | 13,624 | $5.04M | 0.12% | +149+1.1% | Added |
| Twinbeech Capital LP | 13,682 | $5.06M | 0.36% | +13,682 | New |
| TCTC Holdings, LLC | 13,699 | $5.07M | 0.15% | −469−3.3% | Reduced |
| Sprucegrove Investment Management Ltd | 13,732 | $5.08M | 0.61% | −27,858−67.0% | Reduced |
| Chicago Capital, LLC | 13,732 | $5.08M | 0.13% | −166−1.2% | Reduced |
| NewSquare Capital LLC | 13,787 | $5.10M | 0.45% | −6,643−32.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 13,747 | $5.13M | 0.49% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13,881 | $5.14M | 0.08% | −260−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 13,886 | $5.14M | 0.17% | +112+0.8% | Added |
| Beese Fulmer Investment Management, Inc. | 13,889 | $5.14M | 0.33% | −911−6.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,949 | $5.16M | 0.09% | −753−5.1% | Reduced |
| Brendel Financial Advisors LLC | 13,960 | $5.16M | 2.54% | 00.0% | Unchanged |
| Wynn Capital, LLC | 13,976 | $5.17M | 2.51% | −859−5.8% | Reduced |
| Haverford Trust Co | 13,985 | $5.17M | 0.05% | +9+0.1% | Added |
| Ritholtz Wealth Management | 13,999 | $5.18M | 0.09% | +999+7.7% | Added |
| Catalyst Capital Advisors LLC | 14,080 | $5.21M | 0.11% | −1,014−6.7% | Reduced |
| Hartline Investment Corp | 14,114 | $5.22M | 0.56% | +8+0.1% | Added |
| Americana Partners, LLC | 14,168 | $5.24M | 0.14% | +4,122+41.0% | Added |
| Stone Point Wealth LLC | 14,252 | $5.27M | 1.43% | −556−3.8% | Reduced |
| Crestwood Advisors Group LLC | 14,267 | $5.28M | 0.09% | +6,250+78.0% | Added |
| Wealthspire Advisors, LLC | 14,285 | $5.28M | 0.04% | +3,231+29.2% | Added |
| Ascent Group, LLC | 14,323 | $5.30M | 0.18% | +614+4.5% | Added |
| Journey Advisory Group, LLC | 14,366 | $5.31M | 0.45% | −543−3.6% | Reduced |
| NorthRock Partners, LLC | 14,409 | $5.33M | 0.09% | −7,264−33.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,454 | $5.35M | 0.35% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14,457 | $5.35M | 0.27% | +669+4.9% | Added |
| MUFG Securities Americas Inc. | 14,475 | $5.36M | 0.33% | −162−1.1% | Reduced |
| Aviance Capital Partners, LLC | 14,538 | $5.38M | 0.62% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 14,550 | $5.38M | 0.86% | +298+2.1% | Added |
| Benedict Financial Advisors Inc | 14,575 | $5.39M | 1.14% | −271−1.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,600 | $5.40M | 1.74% | −151−1.0% | Reduced |
| Securian Asset Management, Inc | 14,610 | $5.40M | 0.20% | −11,604−44.3% | Reduced |
| Mathes Company, Inc. | 14,723 | $5.45M | 1.94% | +285+2.0% | Added |
| Frank, Rimerman Advisors LLC | 14,762 | $5.46M | 0.35% | +54+0.4% | Added |
| Conning Inc. | 14,791 | $5.47M | 0.18% | −1,524−9.3% | Reduced |
| Amica Mutual Insurance Co | 14,825 | $5.49M | 0.48% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 14,899 | $5.51M | 0.10% | +8,480+132.1% | Added |
| Puzo Michael J | 14,918 | $5.52M | 1.50% | +4,350+41.2% | Added |
| Regency Capital Management Inc. | 14,992 | $5.55M | 2.31% | +14,992 | New |
| Empire Financial Management Company, LLC | 15,034 | $5.56M | 1.21% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 15,054 | $5.57M | 0.42% | +11+0.1% | Added |
| Nemes Rush Group LLC | 15,192 | $5.62M | 0.53% | +541+3.7% | Added |
| BKD Wealth Advisors, LLC | 15,237 | $5.64M | 0.11% | +128+0.8% | Added |
| South State Corp. | 15,283 | $5.65M | 0.25% | +8+0.1% | Added |
| Sumitomo Life Insurance Co | 15,303 | $5.66M | 0.16% | +87+0.6% | Added |
| AssuredPartners Investment Advisors, LLC | 15,368 | $5.69M | 0.85% | +193+1.3% | Added |
| CoreCap Advisors, LLC | 15,531 | $5.75M | 0.20% | +849+5.8% | Added |
| Covenant Asset Management, LLC | 15,545 | $5.75M | 1.11% | +277+1.8% | Added |
| Farther Finance Advisors, LLC | 15,555 | $5.75M | 0.06% | +3,152+25.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,659 | $5.79M | 0.20% | −585−3.6% | Reduced |
| Integrated Wealth Concepts LLC | 15,689 | $5.80M | 0.07% | −2,879−15.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,702 | $5.81M | 0.31% | −169−1.1% | Reduced |
| NBT Bank N A | 15,708 | $5.81M | 0.38% | −983−5.9% | Reduced |
| Hodges Capital Management Inc. | 15,789 | $5.84M | 0.50% | −67−0.4% | Reduced |
| Everence Capital Management Inc | 15,794 | $5.84M | 0.35% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 15,800 | $5.85M | 0.21% | −102−0.6% | Reduced |
| Morton Community Bank | 16,642 | $5.86M | 1.27% | −685−4.0% | Reduced |
| Brave Asset Management Inc | 16,064 | $5.94M | 1.40% | +55+0.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,103 | $5.96M | 1.36% | −3,127−16.3% | Reduced |
| Greenleaf Trust | 16,168 | $5.98M | 0.05% | −66−0.4% | Reduced |
| Global Retirement Partners, LLC | 16,183 | $5.99M | 0.11% | +4,181+34.8% | Added |
| AE Wealth Management LLC | 16,228 | $6.00M | 0.03% | +960+6.3% | Added |
| Trinity Legacy Partners, LLC | 16,276 | $6.02M | 1.38% | +19+0.1% | Added |
| Bill Few Associates, Inc. | 16,323 | $6.04M | 1.49% | +39+0.2% | Added |
| Park National Corp | 16,326 | $6.04M | 0.19% | +323+2.0% | Added |
| Lee Johnson Capital Management, LLC | 16,340 | $6.04M | 2.07% | −322−1.9% | Reduced |
| Signaturefd, LLC | 16,385 | $6.06M | 0.09% | +767+4.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,416 | $6.07M | 0.19% | −388−2.3% | Reduced |
| BNC Wealth Management, LLC | 16,458 | $6.09M | 1.56% | +396+2.5% | Added |
| WP Advisors, LLC | 16,492 | $6.10M | 1.52% | −422−2.5% | Reduced |
| Gilman Hill Asset Management, LLC | 16,510 | $6.11M | 0.96% | −92−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 16,522 | $6.11M | 0.34% | −213−1.3% | Reduced |
| Longbow Finance SA | 16,524 | $6.11M | 1.04% | −16,754−50.3% | Reduced |
| Meeder Advisory Services, Inc. | 16,614 | $6.15M | 0.26% | +1,177+7.6% | Added |
| Wright Investors Service Inc | 16,627 | $6.15M | 1.85% | −585−3.4% | Reduced |
| Flputnam Investment Management Co | 16,630 | $6.15M | 0.09% | +2,569+18.3% | Added |
| Dynamic Advisor Solutions LLC | 16,659 | $6.16M | 0.20% | −234−1.4% | Reduced |
| Evergreen Capital Management LLC | 16,766 | $6.20M | 0.14% | +6,235+59.2% | Added |
| Tower Bridge Advisors | 16,784 | $6.21M | 0.63% | +730+4.5% | Added |
| Kanawha Capital Management LLC | 16,820 | $6.22M | 0.43% | +62+0.4% | Added |
| Patton Fund Management, Inc. | 16,874 | $6.24M | 0.84% | +8,130+93.0% | Added |
| Pring Turner Capital Group Inc | 16,916 | $6.26M | 3.87% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 16,931 | $6.26M | 1.09% | −50.0% | Reduced |
| Cullen Capital Management LLC | 16,977 | $6.28M | 0.07% | −192−1.1% | Reduced |
| Triglav Skladi, D.O.O. | 17,000 | $6.29M | 0.40% | 00.0% | Unchanged |